Protecting Your Legacy: Essential Estate Planning Strategies

November 7, 2024,
11:00am PST

Join us for the “Protecting Your Legacy: Essential Estate Planning Strategies” webinar on November 7th as we answer your top estate planning questions.

Topics We’ll Cover:

  • What is estate planning?
  • Why everyone should consider estate planning, regardless of asset levels
  • How to get started with estate planning
  • Defining trusts
  • Tax considerations when passing on wealth